| 11/23/2020 | Eudaimonia Partners LLC | 1,844 | $49K | 0.0% | N/A | 0.053% | |
| 11/19/2020 | Kingsview Wealth Management LLC | 7,607 | $0.36M | 0.0% | +57.2% | 0.220% | |
| 11/16/2020 | Eudaimonia Partners LLC | 1,844 | $49K | 0.0% | N/A | 0.054% | |
| 11/13/2020 | Morgan Stanley | 264,028 | $12.48M | 0.0% | -4.0% | 7.766% | |
| 11/13/2020 | Truist Financial Corp | 193,061 | $9.12M | 0.0% | N/A | 5.678% | |
| 11/12/2020 | Kestra Advisory Services LLC | 38,108 | $1.80M | 0.0% | N/A | 1.121% | |
| 11/9/2020 | Lucia Wealth Services LLC | 51,031 | $2.41M | 0.6% | -13.7% | 1.501% | |
| 11/9/2020 | LPL Financial LLC | 193,093 | $9.13M | 0.0% | -2.2% | 5.679% | |
| 11/5/2020 | First Trust Advisors LP | 45,245 | $2.14M | 0.0% | +66.7% | 1.351% | |
| 11/5/2020 | Wells Fargo & Company MN | 132,731 | $6.27M | 0.0% | +27.9% | 3.962% | |
|
| 11/4/2020 | Raymond James Financial Services Advisors Inc. | 32,621 | $1.54M | 0.0% | -22.6% | 0.974% | |
| 11/4/2020 | Raymond James & Associates | 57,184 | $2.70M | 0.0% | -1.9% | 1.707% | |
| 11/2/2020 | Private Advisor Group LLC | 10,072 | $0.48M | 0.0% | +7.5% | 0.301% | |
| 10/29/2020 | Cambridge Investment Research Advisors Inc. | 14,239 | $0.67M | 0.0% | -6.9% | 0.425% | |
| 10/26/2020 | Stonebridge Financial Planning Group LLC | 1,050 | $54K | 0.0% | -43.0% | 0.032% | |
| 10/23/2020 | Strid Group LLC | 216,879 | $10.25M | 3.1% | +0.2% | 6.673% | |
| 10/22/2020 | NEXT Financial Group Inc | 6,670 | $0.32M | 0.0% | N/A | 0.205% | |
| 10/21/2020 | International Assets Investment Management LLC | 33,349 | $1.28M | 0.3% | -13.8% | 1.026% | |
| 10/20/2020 | MONECO Advisors LLC | 34,532 | $1.63M | 1.0% | +18.6% | 1.063% | |
| 10/19/2020 | CWM LLC | 1,345 | $64K | 0.0% | -49.0% | 0.041% | |
| 10/13/2020 | Moneywise Inc. | 71,683 | $3.39M | 2.7% | +19.4% | 2.240% | |
| 10/13/2020 | Cornerstone Wealth Management LLC | 10,225 | $0.48M | 0.1% | +6.0% | 0.320% | |
| 10/9/2020 | Envestnet Asset Management Inc. | 8,626 | $0.41M | 0.0% | N/A | 0.270% | |
| 9/22/2020 | Atria Investments LLC | 40,024 | $1.70M | 0.1% | N/A | 1.195% | |
| 8/14/2020 | Bank of America Corp DE | 149,604 | $6.35M | 0.0% | -20.8% | 4.533% | |
| 8/14/2020 | Financial Advocates Investment Management | 44,325 | $1.88M | 0.2% | +1.3% | 1.343% | |
| 8/14/2020 | Stifel Financial Corp | 14,690 | $0.62M | 0.0% | +34.9% | 0.445% | |
| 8/14/2020 | Advisor Group Holdings Inc. | 17,330 | $0.74M | 0.0% | +5.2% | 0.525% | |
| 8/12/2020 | Goldman Sachs Group Inc. | 21,335 | $0.91M | 0.0% | -30.8% | 0.647% | |
| 8/12/2020 | Commonwealth Equity Services LLC | 13,096 | $0.56M | 0.0% | -22.5% | 0.397% | |
| 8/10/2020 | IFG Advisory LLC | 4,888 | $0.21M | 0.0% | N/A | 0.148% | |
| 7/31/2020 | Sigma Planning Corp | 16,625 | $0.71M | 0.0% | -3.1% | 0.504% | |
| 7/31/2020 | MONECO Advisors LLC | 29,106 | $1.24M | 1.0% | +25.3% | 0.882% | |
| 7/30/2020 | Clearwater Capital Advisors LLC | 13,856 | $0.59M | 0.1% | -12.6% | 0.420% | |
| 7/29/2020 | Lucia Wealth Services LLC | 59,134 | $2.51M | 0.7% | +284.2% | 1.820% | |
| 7/28/2020 | Savior LLC | 110,350 | $4.68M | 5.9% | N/A | 3.395% | |
| 7/28/2020 | Raymond James & Associates | 58,271 | $2.47M | 0.0% | -45.9% | 1.793% | |
| 7/27/2020 | Cambridge Investment Research Advisors Inc. | 15,291 | $0.65M | 0.0% | -87.2% | 0.470% | |
| 7/24/2020 | Stonebridge Financial Planning Group LLC | 1,842 | $79K | 0.1% | -31.9% | 0.057% | |
| 7/23/2020 | Janney Montgomery Scott LLC | 7,615 | $0.32M | 0.0% | +5.4% | 0.242% | |
| 7/22/2020 | First Trust Advisors LP | 27,143 | $1.15M | 0.0% | N/A | 0.862% | |
| 7/22/2020 | CWM LLC | 2,637 | $0.11M | 0.0% | -37.5% | 0.084% | |
| 7/20/2020 | International Assets Investment Management LLC | 38,685 | $1.38M | 0.3% | -0.9% | 1.228% | |
| 7/17/2020 | Raymond James Financial Services Advisors Inc. | 42,154 | $1.79M | 0.0% | -19.4% | 1.338% | |
| 7/16/2020 | Cornerstone Wealth Management LLC | 9,646 | $0.41M | 0.1% | +11.5% | 0.306% | |
| 7/10/2020 | Moneywise Inc. | 60,039 | $2.55M | 2.0% | +484.2% | 1.847% | |
| 7/9/2020 | Strid Group LLC | 216,357 | $9.18M | 3.1% | +2.9% | 6.657% | |
| 6/16/2020 | Royal Bank of Canada | 28,024 | $0.92M | 0.0% | -65.8% | 0.862% | |
| 5/26/2020 | Morgan Stanley | 284,308 | $9.27M | 0.0% | -29.1% | 9.026% | |
| 5/18/2020 | Advisor Group Holdings Inc. | 16,481 | $0.54M | 0.0% | N/A | 0.523% | |
| 5/15/2020 | Ameritas Investment Company LLC | 2,770 | $90K | 0.0% | N/A | 0.088% | |
| 5/15/2020 | Jane Street Group LLC | 22,982 | $0.75M | 0.0% | N/A | 0.730% | |
| 5/15/2020 | Tower Research Capital LLC TRC | 16,267 | $0.53M | 0.0% | +83.4% | 0.516% | |
| 5/15/2020 | Morgan Stanley | 284,308 | $9.27M | 0.0% | -29.1% | 9.026% | |
| 5/15/2020 | Two Sigma Securities LLC | 12,127 | $0.40M | 0.0% | N/A | 0.385% | |
| 5/14/2020 | Gladstone Institutional Advisory LLC | 6,467 | $0.21M | 0.1% | -82.0% | 0.205% | |
| 5/14/2020 | Wells Fargo & Company MN | 134,364 | $4.38M | 0.0% | -23.2% | 4.266% | |
| 5/14/2020 | MML Investors Services LLC | 18,138 | $0.59M | 0.0% | -66.3% | 0.576% | |
| 5/13/2020 | Cornerstone Wealth Management LLC | 8,648 | $0.28M | 0.1% | -22.2% | 0.275% | |
| 5/12/2020 | Private Advisor Group LLC | 9,461 | $0.31M | 0.0% | -37.6% | 0.300% | |
| 5/11/2020 | Commonwealth Equity Services LLC | 16,888 | $0.55M | 0.0% | -33.3% | 0.536% | |
| 5/11/2020 | MONECO Advisors LLC | 23,228 | $0.76M | 0.8% | N/A | 0.737% | |
| 5/8/2020 | Lucia Wealth Services LLC | 15,390 | $0.50M | 0.2% | +147.5% | 0.489% | |
| 5/8/2020 | Cambridge Investment Research Advisors Inc. | 119,398 | $3.89M | 0.0% | -12.6% | 3.790% | |
| 5/8/2020 | Cetera Advisor Networks LLC | 8,399 | $0.27M | 0.0% | -39.6% | 0.267% | |
| 5/7/2020 | Benjamin F. Edwards & Company Inc. | 21,280 | $0.69M | 0.1% | -86.3% | 0.676% | |
| 5/5/2020 | Key Financial Inc | 1,185 | $39K | 0.0% | N/A | 0.036% | |
| 5/1/2020 | Sigma Planning Corp | 17,150 | $0.56M | 0.0% | -23.0% | 0.528% | |
| 5/1/2020 | UBS Group AG | 44,548 | $1.45M | 0.0% | -71.4% | 1.371% | |
| 4/30/2020 | Avantax Advisory Services Inc. | 17,368 | $0.57M | 0.0% | -30.2% | 0.543% | |
| 4/30/2020 | Janney Montgomery Scott LLC | 7,227 | $0.24M | 0.0% | -76.3% | 0.226% | |
| 4/29/2020 | Financial Advocates Investment Management | 43,735 | $1.43M | 0.2% | N/A | 1.367% | |
| 4/28/2020 | Cypress Wealth Services LLC | 10,300 | $0.34M | 0.1% | N/A | 0.322% | |
| 4/28/2020 | CWM LLC | 4,220 | $0.14M | 0.0% | -96.1% | 0.132% | |
| 4/27/2020 | NEXT Financial Group Inc | 4,314 | $0.14M | 0.0% | +79.1% | 0.135% | |
| 4/21/2020 | Raymond James & Associates | 107,778 | $3.52M | 0.0% | -35.5% | 3.368% | |
| 4/21/2020 | Raymond James Financial Services Advisors Inc. | 52,330 | $1.71M | 0.0% | -20.0% | 1.635% | |
| 4/15/2020 | Stonebridge Financial Planning Group LLC | 2,705 | $91K | 0.1% | -28.9% | 0.083% | |
| 4/15/2020 | Clearwater Capital Advisors LLC | 15,855 | $0.52M | 0.1% | -35.6% | 0.488% | |
| 4/13/2020 | Moneywise Inc. | 10,277 | $0.34M | 0.3% | N/A | 0.316% | |
| 4/10/2020 | Cypress Wealth Services LLC | 10,300 | $0.34M | 0.1% | N/A | 0.317% | |
| 4/9/2020 | Strid Group LLC | 210,188 | $6.85M | 2.8% | N/A | 6.467% | |
| 2/20/2020 | Cornerstone Wealth Management LLC | 11,121 | $0.52M | 0.1% | +63.3% | 0.244% | |
| 2/18/2020 | Belpointe Asset Management LLC | 5,645 | $0.26M | 0.0% | -10.0% | 0.124% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 10,387 | $0.48M | 0.0% | -6.1% | 0.228% | |
| 2/14/2020 | Bank of America Corp DE | 366,300 | $17.10M | 0.0% | +2.3% | 8.051% | |
| 2/14/2020 | UBS Group AG | 155,650 | $7.26M | 0.0% | -7.8% | 3.421% | |
| 2/14/2020 | Capital Wealth Alliance LLC | 1,943 | $92K | 0.1% | N/A | 0.043% | |
| 2/13/2020 | Northwestern Mutual Wealth Management Co. | 638 | $30K | 0.0% | N/A | 0.014% | |
| 2/13/2020 | Stifel Financial Corp | 34,754 | $1.62M | 0.0% | +33.9% | 0.764% | |
| 2/12/2020 | Credit Suisse AG | 58,759 | $2.74M | 0.0% | -8.5% | 1.291% | |
| 2/12/2020 | Gladstone Institutional Advisory LLC | 35,916 | $1.68M | 0.4% | -38.6% | 0.789% | |
| 2/12/2020 | Advisor Group Inc. | 21,659 | $1.01M | 0.0% | -3.2% | 0.476% | |
| 2/12/2020 | Raymond James & Associates | 166,995 | $7.79M | 0.0% | -34.4% | 3.670% | |
| 2/12/2020 | Raymond James Financial Services Advisors Inc. | 65,439 | $3.05M | 0.0% | +33.4% | 1.438% | |
| 2/11/2020 | QP Wealth Management LLC | 5,272 | $0.25M | 0.3% | N/A | 0.116% | |
| 2/10/2020 | First Allied Advisory Services Inc. | 7,026 | $0.33M | 0.0% | -26.7% | 0.149% | |
| 2/10/2020 | Strategic Wealth Advisors Group LLC | 10,305 | $0.48M | 0.0% | N/A | 0.219% | |
| 2/10/2020 | Private Advisor Group LLC | 15,166 | $0.71M | 0.0% | +4.8% | 0.323% | |
| 2/10/2020 | Cetera Advisor Networks LLC | 13,909 | $0.65M | 0.0% | -7.7% | 0.296% | |
